Income Portfolio
Income PortfolioAsset Allocation
Income PortfolioPerformance
The chart shows the growth of $10,000 invested in Income Portfolio in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,983 for a total return of roughly 59.83%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Income PortfolioReturns
As of Aug 13, 2022, the Income Portfolio returned -10.33% Year-To-Date and 4.32% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 12.08% | -4.97% | -10.20% | -3.65% | 11.89% | 11.81% |
| Income Portfolio | 3.96% | -6.57% | -10.40% | -10.81% | 2.38% | 3.19% |
| Portfolio components: | ||||||
BND Vanguard Total Bond Market ETF | 1.49% | -4.92% | -8.75% | -9.37% | 0.97% | 1.54% |
VTI Vanguard Total Stock Market ETF | 12.82% | -4.78% | -10.34% | -4.99% | 13.37% | 13.68% |
IGOV iShares International Treasury Bond ETF | 4.51% | -13.44% | -16.66% | -20.42% | -3.13% | -1.11% |
VEA Vanguard FTSE Developed Markets ETF | 9.24% | -10.93% | -13.06% | -14.12% | 3.91% | 6.25% |
| Returns over 1 year are annualized | ||||||
Income PortfolioDividends
Income Portfolio granted a 1.96% dividend yield in the last twelve months.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.96% | 1.72% | 1.80% | 2.35% | 2.55% | 2.31% | 2.48% | 2.51% | 2.94% | 2.92% | 3.60% | 4.33% | 4.35% |
Income PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Income PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Income Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Income Portfolio is 16.87%, recorded on Jun 14, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.87% | Sep 3, 2021 | 196 | Jun 14, 2022 | — | — | — |
| -10.79% | Mar 9, 2020 | 9 | Mar 19, 2020 | 49 | May 29, 2020 | 58 |
| -4.59% | May 9, 2013 | 32 | Jun 24, 2013 | 81 | Oct 17, 2013 | 113 |
| -4.48% | Jan 29, 2018 | 229 | Dec 24, 2018 | 42 | Feb 26, 2019 | 271 |
| -4.44% | Sep 8, 2016 | 70 | Dec 15, 2016 | 104 | May 17, 2017 | 174 |
| -3.65% | Apr 27, 2015 | 186 | Jan 20, 2016 | 40 | Mar 17, 2016 | 226 |
| -3.5% | Oct 31, 2011 | 19 | Nov 25, 2011 | 41 | Jan 26, 2012 | 60 |
| -3.46% | Nov 5, 2010 | 28 | Dec 15, 2010 | 75 | Apr 4, 2011 | 103 |
| -2.97% | Apr 16, 2010 | 36 | Jun 7, 2010 | 26 | Jul 14, 2010 | 62 |
| -2.89% | Feb 12, 2021 | 16 | Mar 8, 2021 | 60 | Jun 2, 2021 | 76 |
Income PortfolioVolatility Chart
Current Income Portfolio volatility is 10.32%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.